Group contract documents by contract type in the contract request form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As an administrator, group the contract documents by contract type in the contract request form.

    Before you begin

    Role required: admin

    About this task

    Note:
    In Legal Counsel Center and Contract Workspace, the contract documents are grouped based on the contract type, by default.

    Customize the Standard Record Page (SRP) to display contract documents grouped by contract type in the Contract document tab through UI Builder, a web user interface builder. For more information, see UI Builder.

    Procedure

    1. Navigate to Now Experience Framework > UI Builder.
    2. Search and select your workspace.
    3. Navigate to Record > SRP record.
    4. In the Page content list, under Body > Resizable panes > left > Main Tab > Related List, select list related.
    5. In the Configure tab of the right pane, select Group by field.
    6. Enter the following code in the Group by field: 
      function evaluateProperty({api, helpers}) {
  var isContractRequestForm = api.item.value.parentTable =="sn_cm_core_contract_request";
  var isContractRevisionTab = api.item.value.table == "sn_cm_core_document_revision";
  if( isContractRequestForm && isContractRevisionTab){
    return 'document';
  }
return '';
}
      Note:
      If the field is not editable, select the scope applicable to your workspace in the Select an application drop-down list at the top of the page.
    7. Select Apply.